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Richard W. Paul & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Richard W. Paul & Associates’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
4,510
-157
-3% -$44.1K 0.41% 65
2026
Q1 		$1.16M Sell
4,667
-81
-2% -$20.9K 0.39% 74
2025
Q4 		$1.17M Sell
4,748
-666
-12% -$164K 0.39% 67
2025
Q3 		$1.31M Sell
5,414
-265
-5% -$60.8K 0.45% 57
2025
Q2 		$1.23M Buy
5,679
+304
+6% +$61.2K 0.44% 53
2025
Q1 		$1.07M Sell
5,375
-470
-8% -$102K 0.42% 56
2024
Q4 		$1.29M Sell
5,845
-592
-9% -$135K 0.47% 52
2024
Q3 		$1.42M Sell
6,437
-530
-8% -$113K 0.51% 45
2024
Q2 		$1.41M Sell
6,967
-856
-11% -$173K 0.55% 44
2024
Q1 		$1.65M Sell
7,823
-1,346
-15% -$269K 0.66% 34
2023
Q4 		$1.84M Sell
9,169
-196
-2% -$35.1K 0.77% 27
2023
Q3 		$1.66M Buy
9,365
+9,235
+7,104% +$1.73M 0.76% 30
2023
Q2 		$24.4K Sell
130
-22
-14% -$3.92K 0.01% 255
2023
Q1 		$27.2K Buy
152
+9
+6% +$1.66K 0.01% 246
2022
Q4 		$25K Buy
+143
New +$25.4K 0.01% 253

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richard W. Paul & Associates's IWM Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q2 2026, selling an estimated $44.1K and leaving 4,510 shares worth $1.35M. The position accounts for 0.41% of the portfolio, ranked #65.

Richard W. Paul & Associates first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Richard W. Paul & Associates held 4,510 shares of iShares Russell 2000 ETF worth $1.35M as of Q2 2026.
  • Richard W. Paul & Associates sold 157 iShares Russell 2000 ETF shares in Q2 2026, an estimated $44.1K.
  • iShares Russell 2000 ETF made up 0.41% of Richard W. Paul & Associates's portfolio in Q2 2026, its #65 holding.
  • Richard W. Paul & Associates first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's iShares Russell 2000 ETF position peaked at $1.84M in Q4 2023.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.